Estate Planning Paralegal

Strauss Attorneys PLLC • Raleigh, NC

1d • Onsite

About The Position

The Estate Planning Paralegal will provide full-time support to our Raleigh Estate Planning practice. Specific examples of typical duties include:
Professional and friendly interaction with clients via phone, email and in person.
Open, maintain and close client files (electronic and hard files); Create and maintain contact and matters in practice management system
Assist with clients as needed, including serving as witness and/or notary to document execution, scanning and processing client documents, preparing correspondence and filings, etc.
Gather information and documents from clients, prepare client files for meetings, process files and notes after client meetings, document production for client signing meetings, and process executed documents after signing meeting.
Manage assigned EstateCare clients, including preparing for annual renewals and annual review meetings, drafting documents for annual review meetings, processing executed documents and files after annual review meetings.
Document tasks and client interaction in practice management & billing systems on a daily basis.
Be dependable; maintain strict confidentiality; be punctual and meet deadlines.
Work under direct attorney supervision as a team with a high level of communication and interdependence, but also take ownership of workflow and assigned projects and work independently to accomplish tasks in an efficient manner.
As part of the support team, this position will have regular interaction with firm attorneys and other staff. From time to time, your job responsibilities may change, and you may be asked to assist on firm-wide projects. This job description does not contain a comprehensive list of activities, duties or responsibilities that are required, which may also change as the firm’s needs change.

Requirements

• Bachelor’s degree from a four-year college/university, or paralegal certificate from an ABA-approved program preferred.
• 2+ years’ experience in office administration/executive-level support preferred.
• 2+ years’ experience with estate planning/trusts & estates practice preferred.
• Notary Public required (must be eligible to receive notary certificate if not already obtained).
• Ability to sit and work on computer-based programs for up to the majority (80-90%) of the workday.
• Typing skills of 80+ wpm.

Nice To Haves

• Positive attitude and proactive personality with excellent interpersonal skills.
• Strong communication skills, including written and verbal, with impeccable spelling and grammar.
• Friendly and professional telephone presence.
• Meticulous attention to detail with high level of organization.
• Ability to multi-task, prioritize tasks, handle multiple projects simultaneously, and adapt quickly in a fast-paced environment.
• Above-average computer skills, including proficiency with Microsoft Windows, Word, Excel, PowerPoint, and Outlook.
• Must be able to learn and operate the firm’s other software applications (CLIO, Adobe Acrobat, Netdocuments, etc.) on an advanced level within a reasonable period.
• Ability to work, problem solve, and find solutions independently and as part of a collaborative team.
• Ability to follow established processes/systems, but also identify inefficiencies and suggest improvements.

Responsibilities

• Provide full-time support to the Estate Planning practice.
• Interact with clients professionally and friendly via phone, email, and in person.
• Open, maintain, and close client files (electronic and hard files).
• Create and maintain contacts and matters in the practice management system.
• Assist clients with document execution, scanning, processing, correspondence, and filings.
• Gather information and documents from clients.
• Prepare client files for meetings.
• Process files and notes after client meetings.
• Manage assigned EstateCare clients, including preparing for annual renewals and review meetings.
• Draft documents for annual review meetings.
• Process executed documents and files after annual review meetings.
• Document tasks and client interactions in practice management and billing systems daily.
• Maintain strict confidentiality, punctuality, and meet deadlines.
• Work under direct attorney supervision, collaborating as a team while also working independently.
• Assist on firm-wide projects as needed.

Benefits

• Medical Insurance: Available starting the month after your first day. The Firm offers three plan options with 100% fully paid employee-only coverage for the middle plan.
• Dental & Vision Insurance: Available starting the month after your first day at employee cost.
• Life, AD&D, Short-Term Disability, & Long-Term Disability: Firm-paid base coverage.
• Voluntary/supplemental life coverage for you and spouses/dependents is available at additional employee cost.
• 401(k) Plan: Eligible after 3 months. The firm currently matches up to 4% of your own contributions on a tiered schedule.
• Pre-tax or Roth contributions toward retirement.
• Paid Time Off: 16 vacation/paid personal days to start, with additional paid time off increasing with tenure.
• Paid Holidays: The firm observes 10 paid holidays.
• Education & Training: The firm may cover part or all of the cost of job-related courses, seminars, or training, subject to advance approval.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree